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The Foundations of Financial Acumen that Every In-House Counsel Should Know


Level: Advanced
Runtime: 116 minutes
Recorded Date: January 29, 2018
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Agenda

9:30 am - 11:30 am
  • Financial statements
  • Balance sheet
  • Income statements
  • Statements of cash flows and retained earnings
  • In-House Counsel litigation issues
  • Legal department communications
  • Legal department budgeting
  • The most common budgeting errors
Runtime: 2 hours
Recorded: January 29, 2018




Description

This program will demystify finance to provide a working knowledge of key financial reporting, cost management, and business performance benchmarks, including a breakdown of financial terms and processes. You will hone your financial sense to know when things are going well—and when something is not right.

The program will also cover the principles of sound financial decision-making, and the essentials of budgeting and costing. You will build a foundation in finance to become more effective in your role as business advisor and organizational business partner.

This program was recorded on January 29th, 2018.

Provided By

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Panelists

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Sonya Smith-Valentine

President & CEO
Financially Fierce, LLC

Sonya is the Founder and President of Financially Fierce, LLC. Prior to founding Financially Fierce, Sonya was the managing attorney of the Valentine Legal Group, LLC where she litigated credit, debt, banking and mortgage disputes.

Sonya was most recently voted onto the Board of Directors for the Prince George’s Community Federal Credit Union, a financial institution with over $165 million in assets. She also previously worked as an accountant for strong financial companies like American Express, Price Waterhouse Coopers and Deloitte & Touch?.

Sonya received her Juris Doctorate law degree from Brooklyn Law School and earned her Bachelors of Science in Accounting from Villanova University.

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Lotasha Thomas, CPA

Controller
Anova Education

With the desire to marry her passion for helping others and her love for accounting, Lotasha joined the Anova admin team to do just that. Lotasha is a graduate of Sonoma State University with a Bachelor’s Degree in Business Administration with an emphasis in Accounting. Lotasha began her public accounting career as an intern at a local accounting firm, Dillwood Burkel & Sully, LLP in 2006. During her time at Dillwood Burkel & Sully, LLP, she quickly climbed the ranks and eventually was promoted to Audit Manager where she was responsible for various aspects of the audit and attestation department including managing staff accountants and preparation of financial statements and tax returns for a multitude of clients. Lotasha has firsthand experience in caring for physically and developmentally disabled children as her niece and sister are disabled.


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